From 2462d28218cd670f6acf6c3b02d9039c581cd340 Mon Sep 17 00:00:00 2001 From: mcsi-odoo Date: Thu, 23 Jan 2025 13:25:20 +0000 Subject: [PATCH] [IMP] spreadsheet: remove default templates task-4278043 closes odoo/documentation#11941 X-original-commit: 5cb47dcc9253814ca58e5a4bd8c59bff1b0b6e13 Signed-off-by: Audrey Vandromme (auva) Signed-off-by: Siobhan McGonigle (mcsi) --- .../applications/productivity/documents.rst | 7 +- .../applications/productivity/spreadsheet.rst | 2 +- .../productivity/spreadsheet/templates.rst | 171 ++++++------------ 3 files changed, 57 insertions(+), 123 deletions(-) diff --git a/content/applications/productivity/documents.rst b/content/applications/productivity/documents.rst index 3bf78fa2d..c94df5891 100644 --- a/content/applications/productivity/documents.rst +++ b/content/applications/productivity/documents.rst @@ -202,11 +202,14 @@ Link To add a link to your documents dashboard, click :icon:`fa-link` :guilabel:`Link`, enter the :guilabel:`URL`, and :guilabel:`Name` it. +.. _documents/documents/spreadsheet: + Spreadsheet ~~~~~~~~~~~ -To create a new :doc:`spreadsheet `, click :guilabel:`Spreadsheet`. You can select -a :guilabel:`Blank spreadsheet` or an :doc:`existing template `. +To create a new :doc:`spreadsheet `, select the workspace where the file should be +stored, click the :guilabel:`New` button, then :guilabel:`Spreadsheet`. You can create a +:guilabel:`Blank spreadsheet` or select an :doc:`existing template ` to use. Share ----- diff --git a/content/applications/productivity/spreadsheet.rst b/content/applications/productivity/spreadsheet.rst index 5fe6d67aa..001084e8f 100644 --- a/content/applications/productivity/spreadsheet.rst +++ b/content/applications/productivity/spreadsheet.rst @@ -19,7 +19,7 @@ can: - :doc:`Insert and link your Odoo data (pivots, graphs, lists, and menus) `. - :doc:`Use global filters `. - :doc:`Use formulas and functions `. -- :doc:`Use default templates or create new ones `. +- :doc:`Create and use templates `. - Format data. - Sort and filter data. diff --git a/content/applications/productivity/spreadsheet/templates.rst b/content/applications/productivity/spreadsheet/templates.rst index 236fdd0ee..84719185f 100644 --- a/content/applications/productivity/spreadsheet/templates.rst +++ b/content/applications/productivity/spreadsheet/templates.rst @@ -2,126 +2,47 @@ Templates ========= -Spreadsheet templates allow you to quickly create spreadsheets without starting from scratch. - -Several pre-built templates are available when creating a new spreadsheet from the **Documents** -app, such as: - -- :ref:`budget reports `, -- :ref:`pipeline revenue reports `, or -- :ref:`sales commission report `. - -.. image:: templates/report-templates.png - :alt: View of all the default templates - -You can also :ref:`save any spreadsheet as a template ` and :ref:`manage and edit -existing templates `. - -Default templates -================= - -.. _templates/budget-reports: - -Accounting: budget reports --------------------------- - -Budget reports compare a company's actual spending with its budget over a defined period. Two -templates are available: one uses quarterly intervals (:guilabel:`Budget Report (Quarterly)`), while -the other uses monthly intervals (:guilabel:`Budget Report (Monthly)`). - -.. image:: templates/budget-report.png - :alt: Extract of a budget report - -The cells under the :guilabel:`Actuals` column are automatically filled in with the amount of money -made and spent over the corresponding period (month or quarter). The data is taken from posted -journal items under :ref:`income and expense accounts `. - -.. warning:: - Journal items under the :guilabel:`Other Income` account type are not considered when collecting - data. - -To analyze your budget's performance, fill the cells under the :guilabel:`Budget` column with how -much money you expect to make (:guilabel:`Income` rows) and spend (:guilabel:`Expenses` rows) over -the related period and per account. Then, the performance (:guilabel:`Perf.`) column compares -:guilabel:`Actuals` data to their corresponding budget, expressed as a percentage. - -Lastly, the :guilabel:`Net Profit` row represents the total :guilabel:`Income` minus the total -:guilabel:`Expenses` for the :guilabel:`Actuals` and :guilabel:`Budget` columns. - -.. _templates/pipeline-reports: - -CRM: pipeline revenue reports ------------------------------ - -Two pipeline revenue reports are available. The :guilabel:`Pipeline Revenue Report (Monthly)` is -dedicated to one-time revenue (:abbr:`NRR (non-recurring revenue)`), while the :guilabel:`MRR/NRR -Pipeline Revenue Report (Monthly)` covers recurring and non-recurring revenue (:abbr:`MRR (monthly -recurring revenue)`). - -.. tip:: - Enable :guilabel:`Recurring Revenues` by going to :menuselection:`CRM --> Configuration --> - Settings`. - -.. image:: templates/pipeline-revenue.png - :alt: Extract of a pipeline revenue report - -The cells under the :guilabel:`Actuals` column are automatically filled in with the amount of -monthly revenue from **won** opportunities. - -To compute the revenue performance, fill in the monthly revenue targets. - -- For the :guilabel:`Revenue by Team` sheet, fill in the cells under the :guilabel:`Target` columns - for each sales team. -- For the :guilabel:`Revenue by Salesperson` sheet, open the :guilabel:`Targets` sheet and fill in - the cells next to each salesperson. Use the :guilabel:`Monthly Factor` table below to adapt the - main targets depending on the month of the year. - -Then, the performance (:guilabel:`Perf.`) column compares :guilabel:`Actuals` data to their related -budget, expressed as a percentage. - -Lastly, the :guilabel:`Forecasted` column gathers the monthly revenue of leads multiplied by their -:guilabel:`Probability` percentage. - -.. note:: - For actuals and forecasts: - - - The :guilabel:`Expected Closing` date found on leads is used to assign them to a month. - - The recurring monthly revenue is used even if the recurring plan's number of months is set to - a different value than 1 month. For example, a yearly plan's revenue is divided by 12 months. - -.. _templates/sales-commission: - -Sales: sales commission ------------------------ - -This report presents the monthly commission earned or due to each salesperson. - -.. image:: templates/sales-commission.png - :alt: Extract of a sales commission report - -The :guilabel:`Rate` column is pre-filled with the percentage rate from the :guilabel:`Rates` tab, -which can be customized for each product category according to the company's policy. Adjusting the -rate for a specific product category automatically updates the commission amount for that category. - -The :guilabel:`Invoiced` column shows the total amount of untaxed invoices grouped by salesperson -and month. - -Lastly, the :guilabel:`Comm.` column is computed by multiplying the invoiced amount with the rate -percentage. - -.. _templates/save: - -Save a spreadsheet as a template -================================ - -Any spreadsheet can be saved as a template. From the menu bar, click :menuselection:`File --> Save -as template`. Modify the default :guilabel:`Template Name` if necessary and click -:guilabel:`Confirm`. +Spreadsheet templates allow you to quickly create spreadsheets without starting from scratch. For +example, you could create a template for a monthly budget report or a quarterly sales commission +report. .. note:: Templates are available to all users on the database. -.. _templates/manage: +.. _spreadsheet/templates/create: + +Create a template +================= + +Any spreadsheet can be saved as a template. Open the relevant spreadsheet or :ref:`create a new one +`. From the menu bar, click :menuselection:`File --> +Save as template`. Modify the default :guilabel:`Template Name` if needed and click +:guilabel:`Confirm`. + +.. important:: + Once a spreadsheet is saved as a template, any further changes to the open spreadsheet are + saved only in that spreadsheet. To make changes to the template, you need to :ref:`edit + the template `. + +You can also create a template by :ref:`making a copy of an existing template and editing it +`. + +.. _spreadsheet/templates/use: + +Use templates +============= + +To create a new spreadsheet using a template, open the Documents app and click +:menuselection:`New --> Spreadsheet`. Select the relevant template and click :guilabel:`Create`. + +Alternatively, go to :menuselection:`Documents --> Configuration --> Spreadsheet Templates` then, +on the line of the relevant template, click :icon:`fa-plus` :guilabel:`New spreadsheet`. + +.. note:: + By default, the new spreadsheet inherits the name of the template, which is shown at the top of + the screen. To rename the spreadsheet, click the name and edit it. + +.. _spreadsheet/templates/manage: Manage and edit templates ========================= @@ -130,9 +51,19 @@ Manage templates by going to :menuselection:`Documents --> Configuration --> Spr Remove the :guilabel:`My Templates` :ref:`filter ` to view all templates in the database. -To edit an existing template, click `✎ Edit` next to the desired template. Modifications are -automatically saved. +Various actions are possible: + +- Copy an existing template by clicking :icon:`fa-clone` :guilabel:`Make a copy` at the right of + the screen. The new template appears at the bottom of the list. Click the :guilabel:`Name` to + edit it. + +- Edit an existing template (including one you just copied) by clicking :icon:`fa-pencil` + :guilabel:`Edit`, then making the required changes. Modifications are + automatically saved. + +- Delete a template by ticking the checkbox next to it, clicking :icon:`fa-cog` + :guilabel:`Actions`, then :guilabel:`Delete`. .. tip:: - Use the download button under the :guilabel:`Data` column to export a template in JSON format. - The file can be imported into another database. + Use the download button under the :guilabel:`Spreadsheet file` column to export a template in + JSON format. The file can be imported into another database.